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Associate/ Sr Associate

6 months ago

Gurugram, India HSBC Full time

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.

In your role as a Personal Wealth Planner you will have the support of fully dedicated field managers to focus on your personal development and HSBC ecosystem support of warm leads and holistic training program to realize the full potential of being part of HSBC. We have a result driven performance environment and are constantly evolving our thinking and ways of working to achieve our ambition.

Empowered by digital mobile tools of innovative smart enabling solution, HSBC Personal Wealth Planning provides tailor-made wealth planning and protection services for the individual and family anytime and anywhere.

HSBC Personal Wealth Planning offers:

Protection related product and wealth planning services via Canara HSBC Life, HSBC AMC and nearly 500 + funds and products offered by a range of Fund Houses. Digital technology support and enablement via HSBC Personal Internet Banking Platform & the Mobile X platform. Fulfill secured and unsecured borrowing needs, when identified.

We are currently seeking a passionate and experienced professional to join our team.

Principal Responsibilities

Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers Engage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow up Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement and legacy planning needs Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIs Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures Requirements University level education, preferably in finance, business or a related discipline AMFI & IRDA Certified Planners shall have an advantage Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry. Good communicator—excellent listening skills and ability to explain complex information in a concise manner Highly self-motivated and self-disciplined with the ability to work effectively and independently Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered

Additional Information

Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.